Skip to main content

About your Search

20130124
20130201
Search Results 0 to 1 of about 2
really see an environment here where it's really going to be a golden age for individual -- >> like which ones? >> stock selection and active managers. >> pin it down. give us some names. >> okay. well, we like the theme of oil by rail. trinity industries which makes cars that move rail. we like a derivative of the housing recovery briggs & stratton. we also like names where there is kind of secular growth opportunities and we see a shoe carnival as a small retailer regardless of what happens with the consumer we think they can really grow their store base and do it all organically. >> got it. >> shoes on a ship? >> shoe carnival. >> marc travis does the dow get back to the record high in the next week or next week or two and then what happens? >> you know, i would hesitate to annualize up 6% for january. you know, i'm like eric. i'm searching for equity securities where there is a discount between price and value. i would differ a little bit with eric in the small cap space. if you look at the russel 2000 it trades at 16 times operating income. the inverse of that is 6.25, which to me th
today shows the private economy can grow in that kind of environment, just like all over the world. lower spending, good for the economy. >> you're right. bob, you recently wrote a piece suggesting allowing rates to rise without tightening monetary policy. how does that work? >> well, i'm not sure it would work. at the december minutes of the last fomc meeting or the next to the last one now, seemed to treat interest rate policy and quantitative easing separately, and the implication was we'd have lower interest rates for a lot longer than we would have continued quantitative easing. i just think the economy would be healthier if they would do the reverse of that and allow interest rates to tick up a little bit, allocate capital a little more effectively, but using quantitative easing, not let the money supply shrink. keep it growing slowly. >> do you think we are going to see a spike in rates? markets will push rates higher at some point? when would you expect rates to start moving up, bob? >> oh, well, when the economy starts showing a lot more health than it is now, and if infla
Search Results 0 to 1 of about 2